Wealth Management

Wealth Management

At Waggett Wealth Advice, we provide an individualized approach to wealth management. First, we take the time to get to know you, your risk profile, and your investment and lifestyle objectives. Then, we tailor a personalized portfolio, including a combination of direct stocks, listed investment companies, listed fixed interest securities, and unlisted managed investments. We aim to meet your investment objectives while minimizing the downside risks by utilizing tools such as absolute return managers and Bear ETFs, which increase in value as the market falls. To further minimize risk, we use sizable cash buffers as required tactically. With these strategies and our financial expertise, we are confident we will earn your trust as your primary wealth manager.

Fee Structure

Unlike most stockbrokers who charge on a transaction basis, and financial planners who charge based on the value of assets under management, Waggett Wealth Advice charges a fixed monthly fee, agreed upon with the client in advance. This fee depends on the complexity of your individual requirements and the level of service required.

Our Partners

We work in partnership with a combination of our own partners and your existing professional advisers. Partners we call upon include Super Guardian for SMSF administration, tax accounting, and compliance reporting; Macquarie Wrap for administration, tax reporting, and access to wholesale managed funds; Complete Risk Analysis for insurance advice, policy review, and claims management; and Desktop Broker for execution, clearing, and settlement for listed investments.

Research

Waggett Wealth Advice uses a variety of research to provide personalised advice to its clients. Sources of fundamental and technical research include major stockbroking firms, FN Arena, Market Matters, Morningstar, Stock Doctor, and the national and international financial press.